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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,817 | $134,001-71.0% | $112,258-65.4% | $134,509-71.1% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -17.44% | 47.15%-64.6pp | 27.47%-44.9pp | 418.13%-435.6pp |
| Employer contribution / active EE | $911 | $4,039-77.4% | $3,636-74.9% | $4,741-80.8% |
| Participant deferral / active EE | $1,950 | $5,291-63.1% | $4,728-58.8% | $6,400-69.5% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |